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The Bond Market Is On Fire
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Manage episode 446778708 series 3338244
Heading into US elections, US bond markets are on fire: yields are selling off, the term premium is back in positive territory, and investors are worried the sell-off can extend further.
Alf and Brent discuss a framework to assess bond yields, the role of tariffs, how to look at the US Dollar and they also zoom in on Canada where the Central Bank has been forced to aggressively cut interest rates.
FREE trial to Alf's research: https://forms.gle/jF2nnD2VoNuQjem86
Check out Brent's research: https://www.spectramarkets.com/
Transcript: https://www.spectramarkets.com/tmtf-transcript-25oct24/
101 episode
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on January 17, 2025 14:26 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 446778708 series 3338244
Heading into US elections, US bond markets are on fire: yields are selling off, the term premium is back in positive territory, and investors are worried the sell-off can extend further.
Alf and Brent discuss a framework to assess bond yields, the role of tariffs, how to look at the US Dollar and they also zoom in on Canada where the Central Bank has been forced to aggressively cut interest rates.
FREE trial to Alf's research: https://forms.gle/jF2nnD2VoNuQjem86
Check out Brent's research: https://www.spectramarkets.com/
Transcript: https://www.spectramarkets.com/tmtf-transcript-25oct24/
101 episode
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